See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,981 | $95,971-46.9% | $74,550-31.6% | $135,375-62.3% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -17.22% | 56.96%-74.2pp | 32.53%-49.7pp | 519.73%-537.0pp |
| Employer contribution / active EE | $968 | $2,716-64.4% | $1,961-50.6% | $4,779-79.7% |
| Participant deferral / active EE | $2,009 | $3,843-47.7% | $3,108-35.4% | $5,609-64.2% |
| Admin fee / account holder | $1,011 | $6,522-84.5% | $5,060-80.0% | $10,827-90.7% |